ScoreFirmStateAUMAdvisorsCustodian
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2MRaymond James
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James
C46BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
CO$304.7M4Raymond James
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James
C37FINANCIAL INSIGHTS INC
CRD 108797
WA$746.7M8Raymond James
C33INTENTIONAL WEALTH STRATEGIES
CRD 327743
CO$171.3M3Raymond James
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James
C27FLEURY FINANCIAL GROUP, INC.
CRD 116786
WARaymond James
C21CCM PARTNERS, LP
CRD 104720
CO$6.52B16Raymond James